Ci Private Wealth, LLC Incresed Positions in Q3 2024

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IIPR
Innovative Industrial Properties Inc

Real Estate
9.84K
+ 106.54%
$107.56 - $136.78 $1.06M - $1.35M
19.1K $2.57M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
2.2K
+ 0.37%
$24.51 - $27.14 $53.9K - $59.7K
594K $16M
FISV
Fiserv Inc

Technology
12.2K
+ 2.77%
N/A
454K $56.8M
TECK
Teck Resources LTD

Basic Materials
26.1K
+ 72.59%
$43.48 - $53.4 $1.14M - $1.39M
62.1K $3.24M
TAP
Molson Coors Beverage CO

Consumer Defensive
20.6K
+ 41.72%
$49.94 - $57.52 $1.03M - $1.19M
70.1K $4.03M
JEF
Jefferies Financial Group Inc.

Financial Services
4.28K
+ 4.06%
$49.97 - $62.49 $214K - $267K
110K $6.75M
RPV
Invesco Exchange Traded Fd Tr

ETFs
16.1K
+ 114.92%
$82.04 - $89.49 $1.32M - $1.44M
30.1K $2.67M
VXF
Vanguard Extended Market ETF

ETFs
3.91K
+ 6.64%
$163.98 - $182.92 $641K - $715K
62.7K $11.4M
ILCB
Ishares Morningstar U.S. Equit

ETFs
14.1K
+ 15.84%
$71.38 - $79.23 $1.01M - $1.12M
103K $8.18M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
26.3K
+ 21.61%
$31.95 - $38.02 $839K - $999K
148K $5.54M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
22.5K
+ 261.92%
$54.2 - $65.22 $1.22M - $1.47M
31.1K $1.98M
UAL
United Airlines Holdings, Inc.

Industrials
17.7K
+ 32.37%
$37.88 - $58.85 $669K - $1.04M
72.2K $4.12M
IQV
Iqvia Holdings Inc.

Healthcare
4.32K
+ 25.58%
$206.81 - $251.55 $894K - $1.09M
21.2K $5.03M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
60.4K
+ 50.1%
$14.84 - $21.08 $896K - $1.27M
181K $3.71M
SPMD
Spdr Portfolio

ETFs
3.55K
+ 0.98%
$50.29 - $54.92 $179K - $195K
366K $20M
IBN
Icici Bank LTD

Financial Services
45K
+ 74.1%
$27.58 - $31.38 $1.24M - $1.41M
106K $3.16M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.19K
+ 3.17%
$72.18 - $107.33 $85.7K - $128K
38.6K $4.1M
EME
Emcor Group, Inc.

Industrials
1.35K
+ 10.86%
$340.22 - $435.6 $461K - $590K
13.8K $5.95M
FITB
Fifth Third Bancorp

Financial Services
348
+ 0.16%
$36.01 - $43.64 $12.5K - $15.2K
218K $9.35M
UWM
Proshares Ultra Russell 2000

ETFs
28.7K
+ 99.65%
$36.33 - $45.34 $1.04M - $1.3M
57.5K $2.47M
TXT
Textron Inc

Industrials
14.3K
+ 36.08%
$83.46 - $94.02 $1.2M - $1.35M
54K $4.79M
CHD
Church & Dwight CO Inc

Consumer Defensive
9.26K
+ 2.25%
$98.01 - $106.59 $907K - $987K
421K $44M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2.68K
+ 3.39%
$53.53 - $71.86 $144K - $193K
81.8K $5.74M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
24.6K
+ 4.83%
$50.61 - $50.96 $1.24M - $1.25M
534K $27.2M
ROL
Rollins Inc

Consumer Cyclical
10K
+ 2.12%
$45.93 - $51.4 $461K - $516K
483K $24.4M
ILCV
Ishares Morningstar Value ETF

ETFs
9.27K
+ 9.28%
$75.47 - $82.2 $700K - $762K
109K $8.97M
STX
Seagate Technology Holdings PLC

Technology
10.9K
+ 47.66%
$92.1 - $110.76 $1M - $1.21M
33.8K $3.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.1K
+ 18.62%
$36.02 - $41.68 $795K - $920K
141K $5.8M
NGG
National Grid PLC

Utilities
1.52K
+ 1.59%
$57.14 - $70.48 $86.9K - $107K
96.9K $6.75M
AVRE
American Centy ETF Tr Avantis
788
+ 0.36%
$40.95 - $48.28 $32.3K - $38K
219K $10.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.6K
+ 2.42%
$44.83 - $47.42 $473K - $501K
446K $21M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.29K
+ 10.16%
$95.81 - $109.03 $603K - $686K
68.2K $7.34M
OEF
Ishares S&P 100 ETF

ETFs
4.85K
+ 28.73%
$266.03 - $266.03 $1.29M - $1.29M
21.8K $5.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.96K
+ 3.62%
$60.84 - $67.51 $484K - $537K
228K $15.4M
L
Loews Corp

Financial Services
13.8K
+ 27.46%
$73.76 - $81.96 $1.02M - $1.13M
64K $5.06M
MTB
M&T Bank Corp

Financial Services
4.03K
+ 18.67%
$146.49 - $179.85 $591K - $725K
25.6K $4.57M
GNRC
Generac Holdings Inc.

Industrials
4.14K
+ 17.43%
$133.16 - $159.78 $551K - $661K
27.9K $4.43M
FOUR
Shift4 Payments, Inc.

Technology
13.6K
+ 260.54%
$61.26 - $88.65 $835K - $1.21M
18.9K $1.67M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.49K
+ 3.08%
$112.12 - $149.09 $167K - $222K
49.9K $7.39M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
8.82K
+ 11.47%
$114.52 - $127.8 $1.01M - $1.13M
85.7K $10.8M
FNF
Fidelity National Financial, Inc.

Financial Services
3.63K
+ 4.38%
$48.08 - $62.04 $174K - $225K
86.4K $5.36M
SAP
Sap Se

Technology
2.35K
+ 8.87%
$197.21 - $231.0 $464K - $544K
28.9K $6.62M
RE
Everest Re Group LTD

Financial Services
3.4K
+ 13.64%
N/A
28.3K $10.5M
NVR
Nvr Inc

Consumer Cyclical
67
+ 25.19%
$7421.51 - $9811.8 $497K - $657K
333 $3.27M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6.56K
+ 5.84%
$64.57 - $71.76 $424K - $471K
119K $8.53M
EQIX
Equinix Inc

Real Estate
387
+ 5.72%
$749.0 - $890.01 $290K - $344K
7.15K $6.34M
IJK
Ishares S&P Midcap 400 Growth

ETFs
10.4K
+ 14.98%
$84.81 - $93.54 $886K - $977K
80.1K $7.37M
IMO
Imperial Oil LTD

Energy
16.6K
+ 70.79%
$65.73 - $77.23 $1.09M - $1.28M
40.1K $2.82M
HUBB
Hubbell Inc

Industrials
1.23K
+ 11.24%
$355.55 - $428.48 $438K - $528K
12.2K $5.23M
Activity Summary
Buys All Purchases 1443 New Holdings 234 Increased Positions 1209 Sells All Sells 845 Reductions 845 Sold out 0 Options Calls 21 Puts 25
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